Summary:: Market sentiment is sluggish, and the index continues to be weak; Food and medical beauty led the rise, and the GEM rose and fell again; The trading volume shrank by 27.2 billion, and the full-day turnover was 647 billion; Local sectors were active, with catering soaring 3%, food processing, medical beauty, supply and marketing cooperatives, dairy, prefabricated dishes, small household appliances and retail leading the gains, while MR, brain-computer interface, Hongmeng concept, games, media, data rights confirmation, smart speakers, metaverse and AIGC and other sectors were sluggish; More than 3,800 **, 42 up limits, and a net inflow of 700 million northbound funds, the market has an obvious loss effect. ** Relatively sluggish, pay more attention to local opportunities in the market, and keep up with capital trends; Welcome ** diffusion, message interaction and click to see!
Investment strategy
Domestic capital continued to outflow, the three major indexes rose and fell, catering and food led the rise, the AI concept performance was sluggish, the transaction volume was maintained, and the small and medium-sized market in the market will take the lead.
Communicate and interact
It's very sad that A shares did not rise while they were hot today, but chose to continue to probe, which is really terrible, everyone is almost unable to stand it: it falls steadily every day, there are no surprises, only fright, even if everyone has a heart of steel, it has already been crushed. Yesterday, 3400** arranged a hot search, and today**3800**, but only in the first half of the morning there was a hot search, which made people scratch their heads. The bears are really working hard, and today they are focusing on AI and Huawei concepts, which makes the wait-and-see mood heat up, and the shorts make money.
In fact, the northbound funds still have a protective disk: the first fifteen minutes opened low and went low, and then the northbound funds quickly rescued the market, and the three major indexes turned red, but the rise only lasted for 60 minutes, and then it fell back, out of control; Even if the net inflow of northbound funds in the last half hour was nearly 2 billion, it still couldn't save the decline, and there was a taste of pushing the withering and decaying. It's not that the funds in the north don't work hard, it's that the domestic institutions are too hard, and they can't catch it at all, and there are a lot of people diving in the afternoon.
To tell the truth, if the world's best is falling, we admit it; But the world's best is rising, and A-shares are falling so independently, it's really a bit unbearable. Some people say that the flowers are very hot, and they may bring new leeks to A-shares, which is obviously just a marketing method, and the fiery light of the flowers really can't shine into A-shares: the reason is very simple, although many young people have not opened an account, but they have bought **, and they have lost money, how can they believe in the dream of getting rich in A-shares? I conservatively estimate that there are 7-800 million people, and the manager has harvested so many people.
Today, a netizen posted a screenshot, ** is really a monthly loss, and confidence is completely crushed. Netizens joked that it is estimated that it will be difficult to lose money every month if you change to a pig, let alone operate in the field. Even the casino would not dare to do this. Now people come to ask if you want to cut the meat every day, and I understand everyone's difficulty, but at the moment this position can't be cut. A-shares have fallen to the point where everyone is in danger, and the company is facing the danger of downgrading.
Finally, let's talk about the leading sector, hotel catering and food processing are the extension of scenic spot tourism, and the tourism sector has a demand for stepping back; Retail and consumption are also diffusion of tourism, and of course, there is also the blessing of northbound funds; Photovoltaic was strong in the morning, but there was a dive at the end of the day, and more power equipment in the near future has funds to take profits. Whether consumption can rise in 2024 mainly depends on whether inflation expectations can be realized, that is, whether prices can rise, and the trend of pork ** is the best reference. Just one word nowDon't lose your hard-earned money, grit your teeth and carry it, and wait for the wave to talk